Planned, Prepared, Peace of Mind
Welcome! We help successful business owners, executives and retirees focus, prepare and experience lives of significance.
Would you like to live your desired life by design, not a life by default? You can. Allow us to help you to design and monitor the future you envision.
Platinum Concierge Services
Enjoy our no pressure, platinum concierge services. Allow our well trained professionals to individually assist you in person, e-mail inquiry or by phone. We can be reached toll free @ 1-
877-228-5971 or by e-mail @
bobland@LMFS.org.
All correspondence is 100% professionally confidential. We're well trained to review your personal and business insurance, executive and employee benefits, estate strategies and charitable giving methods.
A Truly Independent Platform
Benefit from our client centered, truly independent insurance platform. For twenty consecutive years our great clients have enjoyed the high touch of custom fitted, within budget, core values based solutions.
There are no proprietary companies or sales quotas driving our recommendations. We practice the golden rule - by always doing what is in the very best interest of our clients.
We are affiliated with 18 well tenured offices in NC, Virginia and Tennessee. We represent and help our clients by offering prompt and friendly customer service and the finest world class products and services available.
As your financial coach, we also assist you in:
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Visualizing and striving to realize your tremendous financial potential.
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Benchmarking your present status relative to your future desired destination.
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We empower you to strive to stay on course.
- Disciplining yourself to try to achieve financial improvement and excellence.
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Receiving owner benefits from our knowledgeable and service oriented team.
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We specialize in designing customized solutions fitted to your core values, budget and priorities.
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Growing in your financial knowledge through various research articles and related links. View our "
Useful Links" page to explore multiple options and gain vast marketplace perspective.
Educate yourself with our useful financial and insurance web tools including Calculators, Articles and Glossary.
Please "Request a Quote" or "Request More Information" from our side bar.
Serving as your advocate, we can assist you through annually updated planning and customized solutions based on your core values. Knowing you are prepared for the likely variables you will face, you will better enjoy the present and face the future with more peace of mind.